HEGD
Price
$24.11
Change
-$0.07 (-0.29%)
Updated
Aug 15 closing price
Net Assets
466.7M
HELO
Price
$63.94
Change
-$0.05 (-0.08%)
Updated
Aug 15 closing price
Net Assets
3.31B
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HEGD vs HELO

Header iconHEGD vs HELO Comparison
Open Charts HEGD vs HELOBanner chart's image
Swan Hedged Equity US Large Cap ETF
Price$24.11
Change-$0.07 (-0.29%)
Volume$91.04K
Net Assets466.7M
JPMorgan Hedged Equity Ldrd Ovrly ETF
Price$63.94
Change-$0.05 (-0.08%)
Volume$411.29K
Net Assets3.31B
HEGD vs HELO Comparison Chart in %
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HEGD
Daily Signalchanged days ago
Gain/Loss if bought
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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HEGD vs. HELO commentary
Aug 18, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HEGD is a Buy and HELO is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.31B vs. HEGD (467M). HEGD has a higher annual dividend yield than HELO: HEGD (7.612) vs HELO (3.379). HEGD was incepted earlier than HELO: HEGD (5 years) vs HELO (2 years). HELO (0.50) has a lower expense ratio than HEGD (0.88). HELO has a higher turnover HEGD (17.00) vs HEGD (17.00).
HEGDHELOHEGD / HELO
Gain YTD7.6123.379225%
Net Assets467M3.31B14%
Total Expense Ratio0.880.50176%
Turnover17.0030.0057%
Yield0.400.6761%
Fund Existence5 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
HEGDHELO
RSI
ODDS (%)
Bearish Trend 3 days ago
63%
Bearish Trend 3 days ago
48%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
61%
Bearish Trend 3 days ago
44%
Momentum
ODDS (%)
Bullish Trend 3 days ago
81%
Bullish Trend 3 days ago
76%
MACD
ODDS (%)
Bullish Trend 3 days ago
80%
Bullish Trend 3 days ago
71%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
81%
Bullish Trend 3 days ago
84%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
80%
Bullish Trend 3 days ago
84%
Advances
ODDS (%)
Bullish Trend 5 days ago
81%
Bullish Trend 4 days ago
82%
Declines
ODDS (%)
Bearish Trend 3 days ago
64%
Bearish Trend 17 days ago
59%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
57%
Bearish Trend 3 days ago
47%
Aroon
ODDS (%)
Bullish Trend 3 days ago
78%
Bullish Trend 3 days ago
85%
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HEGD
Daily Signalchanged days ago
Gain/Loss if bought
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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HELO and

Correlation & Price change

A.I.dvisor indicates that over the last year, HELO has been closely correlated with DOV. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if HELO jumps, then DOV could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HELO
1D Price
Change %
HELO100%
-0.08%
DOV - HELO
78%
Closely correlated
-1.59%
GS - HELO
78%
Closely correlated
-2.21%
ADI - HELO
78%
Closely correlated
-1.94%
AMZN - HELO
76%
Closely correlated
+0.02%
AMP - HELO
76%
Closely correlated
-2.07%
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